Purchases and Sales Made in Q3 2022 in Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES S&P MIDCAP 400 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.17K+ 23.85% |
$465K - $557K
|
26.8K
$3.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.17K+ 23.85% |
$465K - $557K
|
26.8K
$3.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.67K+ 5.88% |
$421K - $503K
|
84.2K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.67KNew |
$420K - $503K
|
4.67K
$607K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$412K - $493K
|
4.57K
$594K
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.52K+ 2.74% |
$407K - $486K
|
170K
$22M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.51K+ 39.04% |
$406K - $486K
|
16.1K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.35K+ 2.9% |
$391K - $468K
|
154K
$20M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.33K+ 8.29% |
$390K - $467K
|
56.6K
$7.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.24K+ 42.59% |
$381K - $456K
|
14.2K
$1.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.11K+ 161.96% |
$370K - $442K
|
6.65K
$863K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.01K+ 91.71% |
$361K - $432K
|
8.39K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.01KNew |
$360K - $431K
|
4.01K
$520K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
4KNew |
$360K - $431K
|
4K
$520K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.95K+ 3.93% |
$355K - $425K
|
104K
$13.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.91K+ 180.58% |
$352K - $421K
|
6.07K
$788K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.87K+ 3.18% |
$348K - $417K
|
125K
$16.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.52K+ 12.97% |
$317K - $379K
|
30.7K
$3.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 149.55% |
$313K - $375K
|
5.81K
$754K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.4KNew |
$306K - $366K
|
3.4K
$441K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.36K+ 7.35% |
$302K - $362K
|
49.1K
$6.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.35KNew |
$301K - $360K
|
3.35K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
BUY
|
- |
3.34K+ 9.31% |
$300K - $359K
|
39.2K
$5.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.07KNew |
$276K - $331K
|
3.07K
$399K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.03K+ 44.43% |
$273K - $326K
|
9.85K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3K+ 11.67% |
$270K - $323K
|
28.7K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.83KNew |
$255K - $305K
|
2.83K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.81K+ 12.81% |
$253K - $303K
|
24.8K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.78K+ 53.5% |
$250K - $299K
|
7.97K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$249K - $298K
|
2.76K
$359K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.69K+ 102.2% |
$242K - $290K
|
5.32K
$691K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.69K+ 8.74% |
$242K - $290K
|
33.5K
$4.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
2.68KNew |
$241K - $288K
|
2.68K
$348K
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$241K - $288K
|
2.67K
$347K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
2.61K+ 7.42% |
$235K - $281K
|
37.7K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.49K+ 4.51% |
$224K - $268K
|
57.7K
$7.49M
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.46K+ 2.53% |
$222K - $265K
|
99.8K
$13M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.32K+ 0.59% |
$208K - $249K
|
397K
$51.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
2.29K+ 47.55% |
$206K - $247K
|
7.11K
$923K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.26K+ 0.32% |
$203K - $243K
|
717K
$93.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
2.14K+ 13.59% |
$193K - $231K
|
17.9K
$2.33M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.1KNew |
$189K - $226K
|
2.1K
$273K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.07K+ 8.05% |
$187K - $223K
|
27.8K
$3.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.03K+ 9.61% |
$183K - $218K
|
23.1K
$3.01M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.94K+ 4.54% |
$175K - $209K
|
44.8K
$5.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.92K+ 44.91% |
$173K - $207K
|
6.2K
$805K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.86K+ 2.91% |
$168K - $201K
|
65.9K
$8.56M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.86K+ 15.55% |
$167K - $200K
|
13.8K
$1.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
1.83K+ 5.45% |
$165K - $197K
|
35.4K
$4.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.65KNew |
$149K - $178K
|
1.65K
$215K
|